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Companies are also getting smarter, AI gateway tech on their edge can cache prompt responses, for your people you get the answer back instantly... For zero actual increase in spend. People are also buying local hardware to do development in instead of doing it in the Cloud. Keeps costs down.

One only needs to look at the cap spend v pricing v bandwidth usage patterns of telcos in the late 90s and early 2000s to understand where the foundational Ai industry is headed.

‘It feels like we’re at the top of the S-curve, where the growth in the market will have to come from more intense adoption rather than more customers.’ econlab.substack.com/p/ai-index-o...

Duh, infinite growth isn't a thing. Especially not with niche products like LLMs.

the issue is the AI sector really needs it to *not* be a niche product or a lot of investors are gonna lose a lot of money

Is that good?

The investors in OpenAI and likely Anthropic are going to lose tons of money because those companies are very poorly run. LLMs as a tool have enough utily to survive that bubble bursting.